Tesla Talk 2

Its not a case of as you say "people celebrating paying subscriptions on their cars" its more a case of some people (a large and growing number) being quite happy to pay for enhanced capabilities on their cars, that they clearly value …and that decision is now made a lot easier by introducing a monthly subscription model (cancelable contract) as opposed to a large/enormous upfront payment.

This pivot to subscription only model (as opposed to large upfront cash outlay) is not unassociated with the improvements in FSD software which is (as data shows) appealing/attractive to many, who find it easier to subscribe monthly than be able to afford (or wish to incur) a huge once off payment.

Seems good business sense to me and monitises a stream of revenue that goes straight to the bottom line. It also establishes proof of concept and demand within the market, which may well open up more revenue streams through licensing Tesla's technology to other car manufacturers (have avoided any mention of Lidar and(or) Camera to just address the factual based enthusiasm for subscription model). Of course this is not for everyone…but some want it and will pay.

The subscription model for constantly evolving and improving software is a well trodden path now it's hardly surprising

The good thing is Tesla's are really well specced as standard and you can completely ignore the fact fsd exists .

Sure but everyone is pushing them it's the way the world is going and at least it's not a sub for hardware that's already in the car and disabled like heated seats or matrix headlights and instead it's a feature that's not standard on other cars that some people may be interested in,

Would I pay for it? No but I hate being a passenger anyway !

Some interesting backgrounds on why FSD supervised in Europe took 18 months to get approved. RDW tested it in snow, fog and rain too. Article in Dutch but I'm sure Google translate will do a decent job

https://tweakers.net/reviews/14660/waarom-het-anderhalf-jaar-duurde-voordat-tesla-fsd-in-nederland-werd-goedgekeurd.html

Unkel is probably the only person here who has taken a trip in a driverless Tesla

I will be subbing as soon as it's available for use in this country, at the very minimum to test it and see if I want to continue with it.

With the sub model I can dip in and dip out if and when I like.

No large upfront cost that can't be included in a value-addition when selling on (doesn't transfer).

This model will be successful for Tesla, especially in markets where subscribing to services is more mature than it is in this country.